See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,508 | $85,766-87.7% | $136,294-92.3% | $70,131-85.0% |
| Participation rate | 16.7% | 74.2%-57.5pp | 81.9%-65.3pp | 69.5%-52.9pp |
| Annual return | 26.48% | 31.45%-5.0pp | 5155.94%-5129.5pp | 73.14%-46.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,303 | $5,051-54.4% | $6,247-63.1% | $3,332-30.9% |
| Admin fee / account holder | $3,791 | $5,420-30.1% | $9,243-59.0% | $4,645-18.4% |